Plante Moran Financial Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,892
| Closed | -$227K | – | 957 |
|
|
2016
Q3 | $227K | Hold |
2,892
| – | – | 0.15% | 105 |
|
|
2016
Q2 | $223K | Hold |
2,892
| – | – | 0.16% | 105 |
|
|
2016
Q1 | $218K | Hold |
2,892
| – | – | 0.17% | 99 |
|
|
2015
Q4 | $203K | Hold |
2,892
| – | – | 0.15% | 107 |
|
|
2015
Q3 | $194K | Hold |
2,892
| – | – | 0.15% | 108 |
|
|
2015
Q2 | $213K | Buy |
+2,892
| New | +$213K | 0.15% | 107 |
|